-38.6%
FICO vs HTZ
-58.1%
+19.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | +1.3% | -18.0% | -16.6% |
| 7D | -19.2% | +7.5% | -26.7% | -18.9% |
| 30D | -14.6% | +47.4% | -62.0% | -13.1% |
| 3M | -20.1% | -54.9% | +34.8% | -20.6% |
| 6M | -36.3% | -47.0% | +10.7% | -36.5% |
| YTD | -44.9% | -55.3% | +10.4% | -45.2% |
| 1Y | -38.6% | -57.6% | +19.0% | -38.5% |
| All | -38.6% | -58.1% | +19.5% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling